Marcum Wealth’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Marcum Wealth’s Portfolio EMXC Stock Details EMXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$385K	Sell	6,988 -190	-3%	-$10.7K	0.03%	233
2024 Q4	$398K	Sell	7,178 -463	-6%	-$27.2K	0.03%	225
2024 Q3	$467K	Sell	7,641 -95	-1%	-$5.7K	0.04%	210
2024 Q2	$458K	Sell	7,736 -237	-3%	-$13.6K	0.05%	211
2024 Q1	$459K	Buy	+7,973	New	+$444K	0.05%	204
2023 Q4	–	Sell	-4,067	Closed	-$203K	–	392
2023 Q3	$203K	Sell	4,067 -995	-20%	-$51.6K	0.02%	319
2023 Q2	$263K	Sell	5,062 -125	-2%	-$6.33K	0.03%	274
2023 Q1	$256K	Buy	5,187 +590	+13%	+$29.1K	0.03%	277
2022 Q4	$218K	Sell	4,597 -771	-14%	-$36.7K	0.03%	295
2022 Q3	$238K	Sell	5,368 -25	-0.5%	-$1.22K	0.04%	271
2022 Q2	$258K	Sell	5,393 -21	-0.4%	-$1.12K	0.04%	259
2022 Q1	$315K	Hold	5,414	–	–	0.04%	235
2021 Q4	$328K	Buy	+5,414	New	+$329K	0.05%	231

Other funds holding EMXC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Marcum Wealth's EMXC Position: Q1 2025 in Review

Marcum Wealth reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 2.6% in Q1 2025, selling an estimated $10.7K and leaving 6,988 shares worth $385K. The position accounts for 0.03% of the portfolio, ranked #233.

Marcum Wealth first reported a position in EMXC in Q4 2021 and has held it in 13 quarters since. The position peaked at $467K in Q3 2024. 868 funds tracked by Wall St. Rank hold EMXC as of Q1 2025.

Marcum Wealth held 6,988 shares of iShares MSCI Emerging Markets ex China ETF worth $385K as of Q1 2025.
Marcum Wealth sold 190 iShares MSCI Emerging Markets ex China ETF shares in Q1 2025, an estimated $10.7K.
iShares MSCI Emerging Markets ex China ETF made up 0.03% of Marcum Wealth's portfolio in Q1 2025, its #233 holding.
Marcum Wealth first reported a position in iShares MSCI Emerging Markets ex China ETF in Q4 2021 and has held it in 13 quarters since.
Marcum Wealth's iShares MSCI Emerging Markets ex China ETF position peaked at $467K in Q3 2024.
868 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.